About Us



Donna M. Maier



    Donna M. Maier is a Certified Divorce Financial Analyst, working with individuals who are faced with the issues of divided marital assets due to divorce.  A commercial banker for more than 20 years, her credentials include an MBA in both Finance and Marketing from the University of Rochester’s Simon School.  She has recently received her designation as an Accredited Valuation Analyst, or AVA, from the National Association of Certified Valuation Analysts (NACVA) to conduct closely held business valuations for clients.  She has lectured on various topics at YWCA/AARP, MCC, RIT’s HR Masters Program, the Collaborative Law Association of the Rochester Area (CLARA), and the International Academy of Collaborative Professionals (IACP).  Donna is a member of the IACP, president and board member of CLARA, past board member of the National Association of Women Business Owners.  She is a licensed insurance broker in the state of New York.










Keith A. Maier
 
 

 
  
 
 
  Keith A. Maier is a CERTIFIED FINANCIAL PLANNER™ practitioner who has been in practice for over 20 years.  Mr. Maier is a past president of the Upstate New York Chapter of the Financial Planning Association and has served on the advisory board for the Journal of Financial Planning.   Mr. Maier also has the distinction of being designated as a Financial Industry Regulatory Authority (FINRA) Arbitrator.  He is a Registered Representative of Ensemble Financial Services and is a licensed agent of various insurance companies.  He is the former chairman of the Planning Board for the Town of Mendon.  He has lectured nationally for the American Institute of Certified Public Accountants, the Financial Planning Association, the New York State Retirement System, Fortune 500 firms and locally on variety of topics including stock option strategies, Exchange Traded funds, practice management and fiduciary topics. 



















15 Fishers Road Suite 100 Pittsford, NY 14534   585/586-4230







 















“Our mission is to help inspire and educate individuals to take charge of their financial lives and to empower them through the transition process”


You can count on the fact that at some point, your life is likely to take an emotionally overwhelming turn.  A divorce, the death of a spouse, the sale of a business or a lifestyle change associated with your job-each one of these brings new responsibilities and questions.  For the past 20 years, The Maier Group, LLC has specialized in assisting clients through major life transitions.


Death/Divorce Planning

Comprehensive Financial Planning

Goal Based Investment Management

Concentrated Wealth

Insurance























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